Financial Advisors Gold Coast

Our award-winning financial advisors help clients from around Australia achieve financial security and peace of mind.

Want to create your dream financial future? Get a personalised roadmap to your goals

Whether you’re looking to get your financial world sorted, want to purchase your first home in the Gold Coast, or are interested in investing and retirement planning, our holistic experience means that we’re uniquely positioned to help turn your financial dreams into your future reality.

Why We’re Different

Our experience helping everyday families has given us a deeply practical and down-to-earth approach to financial advice and wealth management. It also means we understand what most people want from their team of dedicated financial planners and advisors.

At My Wealth Solutions, we give financial advice that is tailored to your unique financial situation. We’ll never recommend a financial or investment strategy to you that hasn’t been evaluated just for you and your financial needs.

For us, financial planning isn’t about telling you what you’ve done wrong. Instead, it’s about helping you set clear financial goals and creating the right plan to help you achieve these goals. And that’s only the first step, as we’ll continually work with you to review and adjust your financial plan as your needs change.

In other words, you won’t have to spend another minute wondering whether you’re making the right financial decision. With a team of experts only a phone call away, you’ll be able to tackle all of life’s financial challenges with confidence with us at your side.

Our award-winning financial advisors give you:

  • Crystal-clear financial understanding at every stage of your journey
  • Financial support and clarity wherever and whenever you need it
  • A comprehensive financial plan designed specifically to help you meet your goals
  • Ongoing reviews and adjustments to your financial plan as your needs change
  • An implementation and investment team to put your plan into action

We understand the world of finance can be intimidating if you’re not experienced in it. That’s why we don’t use confusing industry jargon and will always make sure that you understand exactly why we’re recommending the strategies that we do.

Ready to kick-start your financial future on the Gold Coast?  Talk to us about a financial plan that is designed to help you go from where you are to where you want to be.

Request your Free Consultation

Our Gold Coast Office

We’d love to welcome you to our Gold Coast Office, headed up by Financial Adviser Colby Atkinson.

Colby has over 6 years of experience in providing holistic financial advice. He holds a Bachelor of Commerce with Majors in Financial Planning and Accounting. He also holds a Certificate IV in Finance & Mortgage Broking.

Colby has worked with clients from all over Australia, from many different cultural backgrounds, occupations, and socio-demographics. This experience has helped shape a thorough understanding of the diverse set of needs that clients have based on their own unique set of circumstances.

We deliver appointments in Ballina in partnership with Essential Wealth & Retirement, from their offices in the McLauchlan Wealth building at 80-82 Upton Street, Bundall, Queensland.

Read more about Colby

How We Can Help

Turn your goals into a crystal-clear roadmap

We help you gain a comprehensive understanding of your complete financial situation and the opportunities that are open to you. You define your goals for where you want to be, and we create a practical plan to get you there.

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Implement An Investment Strategy

We create an investment strategy tailored to your unique goals, whether you are a beginner or an advanced investor. We also provide support for your ongoing investments, helping you to maximise your returns and minimise risk.

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Develop Your Property Plan

We have extensive experience in property strategies and location and market conditions, advising on first home buying, investment properties, commercial property and debt-recycling strategies.

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Achieve Your Dream Retirement

Our award-winning advisors can ensure you are ready for your dream retirement. With experts in superannuation, self-managed super funds, cash-flow and tax planning, and estate planning, we will help you create a happy and secure future.

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Create Your Wealth Management Plan

Our Wealth Management clients trust us to protect and grow their wealth through proven strategies and personalised service. Partner with your wealth advisor for dedicated support and strategy implementation.

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Optimise Your Tax & Superannuation

As part of our holistic approach, we ensure your taxation and superannuation structures are optimised and designed to provide you with the best possible outcome for your situation.

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We’re Here To Help

To help you get started on your journey to financial security and peace of mind, we offer an initial consultation where the cost is on us.

The aim of this consultation is simple: we want to get to know you and your financial world personally before we make any recommendations to you. By doing this, we can ensure we’re able to create a financial plan tailored to your unique lifestyle and short, medium, and long-term financial goals.

During your initial consultation, called Discovery Appointment, your financial advisor will:

  • Provide a comprehensive overview of your entire financial situation
  • Answer any questions or concerns you may have
  • Help you define realistic and achievable financial goals for your future
  • Sketch out a path to get you from where you are now to where you want to be
  • Give you an estimate of our fees to achieve your financial plan
  • Provide an outline of next steps to make it happen

Don’t waste another minute worrying about your money or your family’s financial future. We structure our support and guidance to help you achieve financial security in the ways that are most important to you.  We’ve worked with many Gold Coast clients to take practical steps toward achieving their dream financial future, and we’re ready to help you do the same.

Get in touch with our team today to learn more, or book your no-obligation Discovery appointment.

Get Started Today

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Hi, I'm Guy, Managing Director of My Wealth Solutions.

Request your no-obligation 90-minute Discovery session with our experienced financial advisors, and find out what's possible! Online or in-office appointments available.

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"Cory Behrens is extraordinarily knowledgeable and a great listener who has helped set me on the path to retirement."

Amanda Wallas


Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.
award winning and highly recommended
Logos-2018 Trusted Advisors
My Wealth Solutions Practice of the Year
My Wealth Solutions Practice of the Year
Guy Freeman GPS Wealth Award
My Wealth Solutions Practice of the Year
Nikki Booth Young Gun Award
Ben Budge Advisor of the Year
Advisor of the Year Ben Budge
GPS Wealth
AFA Logo
tax practitioners logo

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